Data Action

Data Actions are data manipulation operations which can be used to normalize and convert extracted document data.

Remarks

DataAction defines a reusable, configurable operation that manipulates or validates data within a Data Rule.

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Overview

Data Actions provide a set of primitives for:

• Assigning or transforming field values
• Parsing and distributing values to other fields
• Copying or moving data between elements
• Performing lookups and validations
• Executing custom logic as part of a data processing pipeline

Data Actions can be composed into hierarchies, allowing complex, multi-step data transformation and validation logic to be built from simple, focused operations.

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Usage

• Data Actions are typically assigned to the TrueAction or FalseAction properties of a Data Rule.
• At runtime, the action's Apply method is invoked for each relevant data instance.
• Actions may reference source and target scopes, and can be nested for advanced scenarios.

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Extensibility

To implement a custom Data Action:

1. Inherit from DataAction.
2. Override the Apply method to define your logic.
3. Optionally, expose additional properties for configuration and UI.

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Related Concepts

• Data Rule: The rule that hosts and executes Data Actions.
• Field Container Instance: The data instance being manipulated.

For more information, see the documentation for Data Rule and related data extraction objects.

Properties

Name	Type		Description
Display Name	String	►	An alternate name to be used when displaying this action in a list. If set, this value will be shown in UIs and logs instead of the default action type name. Useful for providing a user-friendly or context-specific label for the action. Example: DisplayName = "Normalize Phone Number"
Remarks	String	►	Optional notes regarding this action. EditorText Property Editor Use this property to provide additional context, instructions, or documentation for the action. The remarks are visible in property grids and can help clarify the intent or configuration of the action. Example: Remarks = "This action trims whitespace and converts the value to uppercase."
Description	String	►	A short summary of this action. This property provides a concise description of what the action does.

Derived Types

There are 14 implementations of Data Action.

Action List	Executes a sequence of Data Actions.
Append	Appends one or more elements to a collection.
Calculate Value	Calculates the value of a field using an expression.
Clear Item	Clears the value of a data element.
Concat	Combines adjacent records in a collection based on a configurable trigger expression.
Copy	Copies or moves data from one data element to another.
Data Lookup	Performs a lookup operation to validate and/or populate field values within a data extraction process.
Execute Rule	Executes a Data Rule.
Extract From	Sets a field value by running an extractor on another field.
Fill	Executes a selected Data Fill Method on the current Data Model, Section, or Table.
Parse Value	Parses a field value into substrings using a regular expression and assigns them to sibling fields.
Raise Issue	Adds an issue to the issue log.
Remove	Conditionally removes records from a collection such as a Data Section or Data Table.
Require Value	Requires that one or more data elements have a value set.

Used By

Action ListAppendCopyData RuleConvert DataRoute Definition